How to exclude characters from generation values in Attribute Polices

Summary: This article contains step-by-step instructions on how to exclude characters from generation values in Attribute Polices

Applies to: Cayosoft Administrator 7.2.0 or later  

ID: KB20200616-1

Overview

When user accounts are getting created and have special characters in them (apostrophe, dash), these characters usually need to be excluded from generated values of an object attributes To do this, you should use the Expression Builder for Generated value in Attribute Policy.

If Generated value consists of several object attributes you may need to exclude special characters from each of them or only from some of them. So, you should configure the Expression Builder for each attribute separately. 

Configuration example

User samAccountName should have six characters. Let the user name be Bernard St-Louis. So, his samAccountName should be BerStl. It is necessary to remove special character from the user surname at first and then take three characters. 

1. Open Cayosoft Administrator console
2. Navigate to Home > Configuration > Web Portal > Attribute Policies
3. Click Add Attribute Policy 
4. Enter a name for the New policy
5. Expand the Policy Details of the new policy
6. Click Add scope at the bottom right of the Policy Scope section
7. In Specify Policy Scope dialog do the following:
   1. Select the Active Directory Admin Unit in the All Admin Units
   2. Select the AD Users Web Query in the All Web Queries
   3. Select New User in the All Actions
   4. Click Ok
8. Click the newly created scope to select it
9. In the Attribute policy settings section, select the User logon name attribute
10. Click Edit Policy
11. Check Generation value
12. Click ... to open Expression Builder
13. Add GivenName token
14. Set Take first 3 letters
15. Click Ok
16. Add SurName token
17. Set Take first 3 letters
18. Open Advanced section
19. In Exclude characters select Characters prohibited for SamAccountName/UserPrincipalName 
20. Check Exclude additional characters and add '-'
21. Click OK
22. Save changes